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Transfer to TD Direct Investing

Up to £1,000 cashback when you transfer to us

For transfer applications received between 13 October and 30 November 2014
Terms apply

Great reasons to transfer

Consolidate - Easily manage and consolidate your portfolio in one place with our TD Trading and TD Trading ISA accounts.

Keep it simple - Manage all your accounts in one place, with one password and log in.

Track your transfer - Transferring your shares and funds from another broker is easy. We've enhanced our online service by making it easier to track the status of your investment and cash transfers from other providers.

Dedicated Support Team - Who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

Up to £1,000 cashback when you transfer to us

For transfer applications received between 13 October and 30 November 2014. Terms Apply.

Amount transferred Cash payment
£500,000+ £1,000
£100,000 - £499,999 £250
£50,000 - £99,999 £100
£10,000 - £49,999 £75

This offer only applies to TD Trading and TD Trading ISA accounts

Transferring rates and charges

Assets
Including stocks, funds, gilts and bonds
Cash
UK Stocks (LSE) European Stocks (Non LSE) Australia, Hong Kong or Singapore Stocks US and Canadian Stocks
Electronic Transfers In Free* Free* Free* Free* Free
Paper Share Certificates In Free N/A £150 per holding Free N/A
Electronic Transfer Out
(To another provider)
£25 per holding** £25 per holding** £25 per holding** £25 per holding** Free**
Withdrawal of Nominee stock as a certificate £25 per holding Not applicable to these markets N/A
Transfer between TD accounts Free Free Free Free Free
Bed & ISA or Bed & SIPP Commission is only charged on the re-purchase; at the appropriate online rate for online requests, or telephone rate for postal and telephone requests. Learn more N/A

*Your existing broker may apply a fee and registrar fees may apply, please check before making a decision.

**The Stock Withdrawal per holding charge does not apply for a plan transfer to another ISA provider. The plan transfer to another ISA provider fee is £50 + the relevant ISA Administration Fee. An additional fee of £75 + VAT will be charged for full and partial SIPP transfers. Learn more

What can I transfer?

Transferring your shares and funds, ISAs or SIPPs to us is easy. If you already have an account with us, just complete the appropriate form for the type of transfer you wish to make and we'll do the rest. Not with TD Direct Investing yet? Take a look at our accounts, apply and once your account is up and running, you can start transferring your assets.

Shares and Funds

Transfer your existing shares and funds held outside of an ISA or SIPP with another broker into your Trading Account.

Transfer now

ISA Transfers

Transferring your Stocks and Shares ISA or Cash ISA from another broker is easy. Simply complete the ISA transfer form and we’ll take care of the rest.

Transfer now

Before you transfer

It's important you know that during the transfer process there may be a period of time when you'll be unable to sell your assets, how long this takes will depend on how complex the transfer is. However, we have a dedicated team who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

If you’re unsure about whether or not transferring is right for you, you should speak to an independent financial advisor.

We provide an execution only dealing service, where you make your own investment decisions. The value of your investments and the income derived from them can go down as well as up, so you may not get back all the money you put in.

Deposit Certificates

If you hold paper share certificates you can put them in your account to be held electronically so you can view all your holdings online. This facility is referred to as a nominee service.

Transfer now

Transferring to a SIPP

For information on transferring your SIPP, Click learn more below.

Transfer offer does not apply to the TD SIPP.

Learn more & Transfer

Choose an account Choose an investment

Still can't find what you're looking for?

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If you can’t find the answer you were looking for in our FAQ’s – please email us with your enquiry.

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0845 607 6002

Monday-Friday 07:30-21:00
Saturday 09:00-15:00

Write to us

Customer Resolution,
TD Direct Investing (Europe) Limited
Exchange Court,
Duncombe Street,
Leeds, LS1 4AX

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Top 3 TD customers' UK Buys and Sells

Week commencing Monday 10th November 2014

  Top 3 Buys Top 3 Sells
1 QUINDELL PLC QUINDELL PLC
2 FITBUG HLDGS LLOYDS BANKING GROUP
3 TESCO FITBUG HLDGS
See all Top Buys and Sells

The Top Ten Buys and Sells should not be taken as a recommendation to buy or sell any particular bond or stock, and it is not intended to offer any form of advice. Instead it is simply an indication of the general buying and selling trends amongst some TD customers, observed during the period stated.

ISA Transfer Checklist

New to TD Direct Investing

You will need to have a TD Trading ISA account. Apply now

Existing Customer

There is no charge to transfer your ISA to us but your existing provider may have a transfer out fee so please check. Please make sure that you are aware of all associated Rates and Charges.

Make sure that you have read our TD Terms of Service, including Appendix B ISA supplemental Terms of Service.

If you are transferring a cash ISA into a stocks & shares ISA you should be aware of the additional risks as the value of your investments and income derived from them may fall as well as rise and you may not get back all the money you invest.

If you are transferring multiple ISAs you'll need to complete a separate transfer form for each.

You can freely transfer cash between a cash ISA and our stocks & shares ISA.

To transfer your ISA from another broker, please complete and return an ISA Transfer form

Download form

Track the progress of your transfer in your account.

Shares & Funds Transfer Checklist

Please make sure that you are aware of all associated Rates and Charges.

New to TD Direct Investing

Choose an account to hold your shares or funds Choose an account

Complete and return an Asset transfer form Download form

Track the progress of your transfer in your account.


Existing Customers

Complete and return an Asset transfer form Download form

Track the progress of your transfer in your account.


US/Canadian Brokers/Stocks

You will need to complete and return the US/Canadian asset transfer form

Download form

You will also need to complete and return the appropriate W-8 BEN form, to hold US/Canadian stocks.

Download form

Certificate Transfer Checklist

Please ensure all the certificate/stocks are in your own name. Your shares would be transferred from your name to TD Direct Investing Nominees and held by us on your behalf. You would remain the beneficial owner of your shares.

New to TD Direct Investing

Choose an account to hold your shares or funds Choose an account

Complete a CREST Transfer Form for each line of stock you hold and return to us with your share certificates.

Download form

Track the progress of your transfer in your account.


Existing Customers

Complete a CREST Transfer Form for each line of stock you hold and return to us with your share certificates.

Download form

Track the progress of your transfer in your account.


US and Canadian stock transfers

Complete and return the appropriate W-8 BEN form, so that you can legally hold the stocks.

Download form

Complete the Template Transfer Covering Letter and return it along with your certificates

Download covering letter